Howtohttp://ibkb.interactivebrokers.com/taxonomy/term/171/all
enHow to fix the "Cannot create ... file" error during TWS installation on MacOShttp://ibkb.interactivebrokers.com/article/3286
<div class="field field-type-text field-field-background">
<div class="field-label">Background:&nbsp;</div>
<div class="field-items">
<div class="field-item odd">
<p>The filesystem permissions are controlled by your machines operating system. One of their functions is to secure your files, preventing unauthorized access or undesired modifications&nbsp;to the system and to your personal data.&nbsp;&nbsp;&nbsp;</p>
<p>Some software on&nbsp;your computer&nbsp;may modify or override the permissions assigned by the operating system. Under certain circumstances, this prevents the TWS&nbsp;installer from accessing the folder where the application core files have to be&nbsp;created (<em>/users/youruser/home/Applications</em>). In such cases, the TWS&nbsp;installation usually displays the error &quot;<em>Cannot create ... file.&nbsp;Shall I&nbsp;try again?</em>&quot;</p> </div>
</div>
</div>
<div>In this article we explain how to reset the filesystem permission of the &quot;Applications&quot; folder located under your user home folder in order to allow a smooth run of the TWS&nbsp;installation.</div>
<div>&nbsp;</div>
<h3><strong>Procedure:</strong></h3>
<div>&nbsp;</div>
<div>1. On your keyboard, press <strong>⌘CMD </strong><strong>+&nbsp;⇧</strong><b><strong>Shift&nbsp;+H </strong></b>to open your home folder</div>
<div><em>&nbsp;Figure 1</em></div>
<div><img alt="" src="/system/files/image/IBKB3286/CMD_SFT_H.png" width="300" height="59" /></div>
<div>&nbsp;</div>
<div>2. Select the folder &quot;<em>Applications</em>&quot; within your home folder and press <strong>⌘CMD </strong><strong>+&nbsp;I </strong>to open the<em> Info</em> panel</div>
<div>&nbsp;<em>Figure 2</em></div>
<div><img alt="" src="/system/files/image/IBKB3286/CMD_I.png" width="200" height="67" /></div>
<div>&nbsp;</div>
<div>2. At the bottom right of the panel, click on the padlock</div>
<div><em>&nbsp;Figure 3</em></div>
<div><img alt="" src="/system/files/image/IBKB3286/7.png" width="250" height="439" /></div>
<div>&nbsp;</div>
<div>3. To unlock the permissions panel, enter your MacOS&nbsp;credentials and click <em><strong>OK</strong></em></div>
<div><em>&nbsp;Figure 4</em></div>
<div><img alt="" src="/system/files/image/IBKB3286/09.png" width="350" height="180" /></div>
<div>&nbsp;</div>
<div>4. In the line correspondent to &quot;e<em>veryone</em>&quot;,&nbsp;click on &quot;<em>No Access</em>&quot; (<em>Figure 5</em>)&nbsp;and then select&nbsp;&quot;<em>Read &amp;&nbsp;Write</em>&quot; (<em>Figure 6</em>)</div>
<div><em>&nbsp;Figure 5&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Figure 6</em></div>
<div><img alt="" src="/system/files/image/IBKB3286/rw(1).png" width="350" height="250" />&nbsp;<img alt="" src="/system/files/image/IBKB3286/3.png" width="350" height="250" /></div>
<div>&nbsp;</div>
<div>5. Click on the icon bellow the permissions panel and select &ldquo;<em>Apply to enclosed items..</em>.&quot;</div>
<div><em>&nbsp;Figure 7</em></div>
<div><img alt="" src="/system/files/image/IBKB3286/5(1).png" width="350" height="250" /></div>
<div>&nbsp;</div>
<div>6. Now run the TWS&nbsp;installer and click on <strong><em>Next&gt;</em></strong> until you complete the installation</div>
<div><em>&nbsp;Figure 8</em></div>
<div><img alt="" src="/system/files/image/IBKB3286/06(1).png" width="650" height="272" /></div>
<p>7. Once the installation has completed successfully, repeat the previous steps from&nbsp;1. to 5.&nbsp;setting back the permissions of &ldquo;e<em>veryone</em>&rdquo; to &ldquo;<em>Read Only</em>&rdquo; to revert&nbsp;your changes&nbsp;to&nbsp;the initial status</p>
<p>&nbsp;</p>
<p>&nbsp;</p>http://ibkb.interactivebrokers.com/article/3286#commentsHowtoTechnicalTWSTWS InstallationThu, 04 Oct 2018 14:04:36 +0000afrisatto3286 at http://ibkb.interactivebrokers.comHow to log in to IBKR Mobile when the IB Key is enabled on another phonehttp://ibkb.interactivebrokers.com/article/3279
<div class="field field-type-text field-field-background">
<div class="field-label">Background:&nbsp;</div>
<div class="field-items">
<div class="field-item odd">
<div>This article is intended for clients who have activated the IBKR&nbsp;Mobile authentication on their smartphone and possess as well an additional mobile device, on which they desire to trade.</div>
<div>Clients with this setup will be able to log in to the IBKR&nbsp;Mobile trading platform on their secondary device, using their smartphone to complete the Two-Factor Authentication step.</div>
<p>&nbsp;</p> </div>
</div>
</div>
<div>For the purposes of this article, we will use the following naming convention:</div>
<p><strong>Authentication device</strong>: this is the smartphone on which you activated the IBKR&nbsp;Mobile Authentication (IB&nbsp;Key)</p>
<p><strong>Trading device</strong>:&nbsp;this is where you want to use IBKR Mobile app for trading.<br />
</p>
<p>&nbsp;</p>
<h3><strong>Procedure</strong></h3>
<div>Please click on one of the link below according to your phone operating system:</div>
<ul>
<li><a href="#apple"><strong>Apple iOS</strong></a></li>
<li><a href="#android"><strong>Android</strong></a></li>
</ul>
<p>&nbsp;</p>
<h3><a name="apple"></a><strong>Apple iOS</strong></h3>
<div><strong>1.&nbsp;</strong>On your <strong>Trading device</strong>, launch the IBKR Mobile app. Enter your your credentials in the login screen and tap <em><strong>Log In</strong></em></div>
<div><em>&nbsp;Figure 1</em></div>
<div><em><strong><img alt="" src="/system/files/image/IBKB3279/ibkr_login.png" width="269" height="311" /></strong></em></div>
<div>&nbsp;</div>
<div><strong>2. </strong>Tap <em><strong>Two-Factor Authentication</strong></em> <em>(Figure 2</em>).<em><strong>&nbsp; </strong></em>A <strong><em>Challenge</em></strong> code will be displayed (<em>Figure 3</em>)</div>
<div><em>&nbsp; Figure 2 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; Figure 3<br />
</em></div>
<div><em><img alt="" src="/system/files/image/IBKB3279/ios2(1).png" width="269" height="326" />&nbsp;&nbsp;&nbsp;&nbsp;<img alt="" src="/system/files/image/IBKB3279/ios3.png" /></em></div>
<div>&nbsp;</div>
<div><strong>3.</strong> On the <strong>Authentication device</strong>, launch the IBKR Mobile app</div>
<div><em>&nbsp;Figure 4</em></div>
<div><img alt="" src="/system/files/image/IBKB3279/1(1).png" width="150" height="111" /></div>
<div>&nbsp;</div>
<div><strong>4a.</strong> If you are not automatically logged in, tap <em><strong>Services</strong></em><strong> </strong>(<em>Figure 5</em>) on the top left, then tap <em><strong>Authenticate</strong></em> (<em>Figure 6</em>).</div>
<div><em>&nbsp;Figure 5 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; Figure 6<br />
</em></div>
<div><img alt="" src="/system/files/image/IBKB3279/0.png" width="269" height="262" /><strong>&nbsp; <img alt="" src="/system/files/image/IBKB3279/2.png" width="269" height="261" /><br />
</strong></div>
<div>&nbsp;</div>
<div><strong>4b.</strong> If you are already logged in, tap on the <strong><em>More</em></strong> button on the bottom right. Then, scroll down and tap on <em><strong>Authenticate</strong></em></div>
<div><strong>&nbsp; </strong><em>Figure 7</em><br />
<img alt="" src="/system/files/image/IBKB3279/5.png" width="269" height="458" /></div>
<div><br />
<strong>5.</strong> Enter the <strong><em>Challenge</em></strong> code you obtained at point <strong>2</strong>. Then tap&nbsp;<em><strong>Generate Response</strong></em><strong> </strong>(<em>Figure 8</em>). Once you have provided your security element (<em>Figure 9</em>), you will receive a <strong><em>Response</em></strong> String (<em>Figure 10</em>).<br />
&nbsp; <em>Figure 8&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Figure 9&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Figure 10</em></div>
<div><img alt="" src="/system/files/image/IBKB3279/6.png" width="250" height="247" />&nbsp; <img alt="" src="/system/files/image/IBKB3279/7.png" width="248" height="247" />&nbsp; <img alt="" src="/system/files/image/IBKB3279/8.png" width="250" height="247" /><br />
<br />
<strong>6. </strong>On your <strong>Trading device</strong>, enter the <em><strong>Response </strong></em>String into the &quot;<em>Enter response code</em>&quot; field and tap <strong>Send</strong> to finalize the authentication process.</div>
<div><em>&nbsp;Figure 11</em></div>
<div><em><img alt="" src="/system/files/image/IBKB3279/7(1).png" width="269" height="310" /></em></div>
<h3>&nbsp;</h3>
<p>&nbsp;</p>
<h3><a name="android"></a><strong>Android</strong></h3>
<div><strong>1.&nbsp;</strong>On your&nbsp;<strong>Trading device</strong>, launch the IBKR Mobile app. Enter your your credentials in the login screen and tap&nbsp;<em><strong>Log In</strong></em></div>
<div>&nbsp; <em>Figure 1<br />
</em><img alt="" src="/system/files/image/IBKB3279/android_login.png" width="269" height="266" /></div>
<div>&nbsp;</div>
<div><strong>2.&nbsp;</strong>Tap on the option&nbsp;<em><strong>Two-Factor Authentication</strong></em>&nbsp;<em>(Figure 2</em>).<em><strong>&nbsp;&nbsp;</strong></em>You will see a&nbsp;<strong><em>Challenge</em></strong>&nbsp;code (<em>Figure 3</em>)</div>
<div><em>&nbsp;Figure 2 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; Figure 3<br />
</em></div>
<div><img alt="" src="/system/files/image/IBKB3279/android2u.png" width="269" height="267" />&nbsp;&nbsp;<img alt="" src="/system/files/image/IBKB3279/android3(1)(1).png" width="269" height="267" /></div>
<div>&nbsp;</div>
<div>
<div><strong>3.</strong>&nbsp;On the&nbsp;<strong>Authentication device</strong>, launch the IBKR Mobile app</div>
<div><em>&nbsp;Figure 4</em></div>
<div><img alt="" src="/system/files/image/IBKB3279/and_icon.png" width="170" height="184" /></div>
<div>&nbsp;</div>
<div><strong>4a.</strong>&nbsp;If you are not automatically logged in, tap&nbsp;<em><strong>Services</strong></em><strong>&nbsp;</strong>(<em>Figure 5</em>) and then tap <em><strong>Authenticate</strong></em>&nbsp;(<em>Figure 6)</em>.</div>
<div><em>&nbsp;Figure 5 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; Figure 6</em><br />
<em> </em></div>
<div><strong><img alt="" src="/system/files/image/IBKB3279/android4u.png" width="269" height="266" />&nbsp;&nbsp;&nbsp; <img alt="" src="/system/files/image/IBKB3279/android5(1).png" /><br />
</strong></div>
<div>&nbsp;</div>
<div><strong>4b.</strong>&nbsp;If you are already logged in, tap the <em><strong>Menu</strong></em><i>&nbsp;</i>button (<em>Figure 7</em>), scroll down and tap <em><strong>Authenticate </strong></em>(<em>Figure 8</em>).<em><br />
&nbsp; Figure 7 &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; Figure 8<br />
<img alt="" src="/system/files/image/IBKB3279/android6(2).png" width="269" height="388" />&nbsp;&nbsp; <img alt="" src="/system/files/image/IBKB3279/android7(1).png" width="269" height="388" /></em></div>
<div>&nbsp;</div>
<div><strong>5.</strong>&nbsp;Enter your IBKR Mobile <strong>PIN</strong> and the&nbsp;<strong><em>Challenge</em></strong>&nbsp;code you obtained at point&nbsp;<strong>2.</strong> Then tap&nbsp;<em><strong>Generate Response</strong></em><strong> </strong>(<em>Figure 9</em>). A <strong><em>Response</em></strong> String will be displayed (<em>Figure 10</em>)<br />
&nbsp; <em>Figure 9</em> &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; <em>Figure 10</em><br />
<img alt="" src="/system/files/image/IBKB3279/android8(1).png" width="269" height="265" />&nbsp;&nbsp;<img alt="" src="/system/files/image/IBKB3279/android9u.png" width="269" height="266" /><br />
&nbsp;</div>
<div><strong>6.&nbsp;</strong>On your&nbsp;<strong>Trading device</strong>, enter the&nbsp;<em><strong>Response String</strong></em>&nbsp;in to the &quot;<em>Enter response code</em>&quot; field and then tap <b>Log In&nbsp;</b>to finalize the authentication process.</div>
<div><em>&nbsp;Figure 11</em></div>
<div><em> <img alt="" src="/system/files/image/IBKB3279/android10u.png" width="269" height="258" /></em></div>
<div>&nbsp;</div>
<div><em><br />
</em><br />
<h5><strong>References</strong></h5>
<ul>
<li>See <a href="https://ibkr.info/article/2260" target="_blank">KB2260 </a>for general instructions on how to use IBKR Mobile Authentication</li>
<li>See <a href="https://ibkr.info/article/3073" target="_blank">KB3073</a> for instructions on how to&nbsp;migrate the IB Key / IBKR Mobile authentication to a new smartphone</li>
<li>See <a href="https://ibkr.info/article/2748" target="_blank">KB2748</a> for instructions on how to perform the IB Key / IBKR Mobile authentication recovery</li>
</ul>
<em> </em></div>
</div>
<p>&nbsp;</p>http://ibkb.interactivebrokers.com/article/3279#commentsAccount SecurityHowtoSLSTue, 28 Aug 2018 17:09:50 +0000nfugitt3279 at http://ibkb.interactivebrokers.comHow do I enable the Notifications for the IBKR Mobile apphttp://ibkb.interactivebrokers.com/article/3236
<div class="field field-type-text field-field-overview">
<div class="field-label">Overview:&nbsp;</div>
<div class="field-items">
<div class="field-item odd">
<h4><strong>What is a notification?</strong></h4>
<p>A push notification is&nbsp;a brief&nbsp;message&nbsp;which is sent (&quot;pushed&quot;) from a back-end server to your&nbsp;device over the Internet. Apps developers use those attention-grabbing messages to quickly and effectively&nbsp;reach the recipients, even if they are not currently engaging with their application. Notifications can deliver&nbsp;information to users or&nbsp;advise&nbsp;them of a specific action they are invited or required to perform.</p> </div>
</div>
</div>
<div class="field field-type-text field-field-background">
<div class="field-label">Background:&nbsp;</div>
<div class="field-items">
<div class="field-item odd">
<h4><strong>Why does&nbsp;the IBKR&nbsp;Mobile app use notifications?</strong></h4>
<p>The IBKR&nbsp;Mobile application uses notifications for informational purposes, as well as two-factor authentication.&nbsp;In the latter case, the user is invited to tap on the notification, which will automatically open the IBKR&nbsp;Mobile app and begin the authentication process.</p> </div>
</div>
</div>
<p><strong><a name="top"></a></strong></p>
<p>This procedure explains how to manually enable notifications for the IBKR&nbsp;Mobile app. Please click the link below that matches your smartphone's operating system.</p>
<ul>
<li><strong><a href="#ios">Apple iOS</a></strong></li>
<li><a href="#android"><strong>Android</strong></a><br />
&nbsp;</li>
</ul>
<p><a name="ios"></a><strong>Apple iOS</strong></p>
<div>1. On your home screen,&nbsp;tap&nbsp;<strong>Settings </strong>(<em>Figure 1</em>), then&nbsp;<strong>Notifications </strong>(<em>Figure 2</em>)<strong> </strong>and finally&nbsp;<strong>IBKR </strong>(<em>Figure 3</em>)</div>
<div><em>&nbsp;Figure 1&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; Figure&nbsp;2&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </em><em>Figure 3&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </em><br />
<img src="/system/files/image/IBKB3234/3nEFsvu.png" alt="" width="244" height="320" /> <img src="/system/files/image/IBKB3234/3(1)(1).png" alt="" width="246" height="320" /> <img src="/system/files/image/IBKB3234/4(1)(1).png" alt="" width="247" height="320" /></div>
<div>2. In the IBKR&nbsp;app settings, you will see a number of different options. We recommend to&nbsp;set them in the following way (<em>Figure 4)</em>:</div>
<ul>
<li>
<div><strong><em>Allow Notifications</em></strong>: enabled</div>
</li>
<li>
<div><strong><em>Lock Screen</em></strong>,<strong><em> Notification&nbsp;Center</em></strong>, <strong><em>Banners:&nbsp;</em></strong>selected</div>
</li>
<li>
<div><strong><em>Banner style</em></strong>: <em>Persistent</em></div>
</li>
<li>
<div><strong><em>Badges</em></strong>: enabled</div>
</li>
<li>
<div><strong><em>Show Previews:</em></strong> <em>Always</em></div>
</li>
</ul>
<div><em>&nbsp;Figure 4</em><strong><em><br />
</em></strong><img src="/system/files/image/IBKB3234/itws_settings1(1).png" alt="" width="225" height="320" /></div>
<p>&nbsp;</p>
<p><strong><a name="android"></a>Android</strong></p>
<div>1. Go the <strong>Settings </strong>of your phone, then tap <em><strong>Apps &amp; notifications<sup><a href="#and_note">1</a></sup></strong></em> (<em>Figure 1</em>)&nbsp;then <em><strong>IBKR Mobile</strong></em> (<em>Figure 2</em>)&nbsp;and finally&nbsp;<em><strong>App&nbsp;n</strong><strong>otifications</strong></em><strong> </strong>(<em>Figure 3</em>)<br />
&nbsp;<em>Figure 1&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Figure&nbsp;2&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </em><em>Figure 3&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </em><br />
<img src="/system/files/image/IBKB3236/android_settings.png" alt="" width="255" height="320" /> <img src="/system/files/image/IBKB3236/and_applist.png" alt="" width="255" height="320" /> <img src="/system/files/image/IBKB3236/and_tws_settings.png" alt="" width="255" height="320" />&nbsp;</div>
<div>2.&nbsp; Ensure that notifications for this app are globally <strong><em>On </em></strong>and the switches&nbsp;<strong><em>Allow notification dots</em></strong>, <strong><em>Allow interruptions</em></strong>, <strong><em>On&nbsp;the lock screen</em></strong> are all enabled (<em>Figure 4</em>). According to your personal preference, you may want to enable as well the switch <strong>Override Do Not Disturb</strong><br />
<em>&nbsp;Figure 4</em><br />
<img src="/system/files/image/IBKB3236/atws_notifications.png" alt="" width="255" height="320" /></div>
<p>Please note that menu&nbsp;items&nbsp;labels and positions may vary&nbsp;according to&nbsp;your device vendor&nbsp;and software version.<br />
&nbsp;</p>
<p><strong><a name="and_note">Notes</a></strong></p>
<p><strong>1.</strong>&nbsp;The&nbsp;<strong><em>Apps &amp; notifications</em></strong>&nbsp;item&nbsp;may be called <strong>Sound &amp; notification</strong> on certain devices</p>
<p><br />
</p>
<div><strong>&nbsp;References:</strong></div>
<ul>
<li>See <a href="https://ibkr.info/article/2260">KB2260 </a>for&nbsp;instruction on how to activate and operate IBKR&nbsp;Mobile Authentication</li>
<li>See <a target="_blank" href="https://ibkr.info/article/3234">KB3234 </a>for troubleshooting missing IBKR&nbsp;Mobile notifications</li>
<li>See <a target="_blank" href="https://ibkr.info/article/2748">KB2748 </a>for information about&nbsp;IBKR&nbsp;Mobile Authentication recovery</li>
</ul>
<p>&nbsp;</p>http://ibkb.interactivebrokers.com/article/3236#commentsAccount SecurityHowtoWed, 11 Jul 2018 10:58:46 +0000afrisatto3236 at http://ibkb.interactivebrokers.comWhy is my chart delayed, showing question marks or only partially populated?http://ibkb.interactivebrokers.com/article/3136
<div class="field field-type-text field-field-background">
<div class="field-label">Background:&nbsp;</div>
<div class="field-items">
<div class="field-item odd">
<h5><strong>What &nbsp;are SMART Charts and how are they generated?</strong></h5>
<p>The&nbsp;SMART&nbsp;charting&nbsp;mechanism analyzes&nbsp;and compares the&nbsp;market data&nbsp;coming from all venues a given contract is traded on&nbsp;and&nbsp;graphically displays&nbsp;the most favorable quotes.</p>
<p>When all the data&nbsp;streams are live, the&nbsp;data points&nbsp;are available for all sources and&nbsp;for each&nbsp;time point,&nbsp;thus&nbsp;they can be fully&nbsp;compared. The resulting SMART&nbsp;chart will be up to date and fully populated,&nbsp;moreover it&nbsp;will&nbsp;constantly and&nbsp;automatically update<sup>1</sup>. &nbsp;</p>
<p>The comparison between non synchronized market data&nbsp;streams (some live and some delayed) is just partially possible, since the delayed&nbsp;feeds&nbsp;are lacking&nbsp;data points&nbsp;for the&nbsp;last 15 or 20 minutes. Therefore,&nbsp;within that time frame,&nbsp;the SMART&nbsp;chart will usually display a series of yellow question marks to indicate&nbsp;unavailability of&nbsp;source data. In this case the SMART Chart will not update&nbsp;automatically.</p>
<p>When&nbsp;the lack of data&nbsp;points is&nbsp;more&nbsp;extensive&nbsp;or&nbsp;when the Exchange does not&nbsp;distribute delayed data for a given contract, the correspondent SMART&nbsp;Chart may be completely blank.</p> </div>
</div>
</div>
<h5><strong>What should I&nbsp;do&nbsp;to obtain a&nbsp;fully populated, up-to-date chart?</strong></h5>
<p>If your trading method is based on&nbsp;SMART charts, you would need to activate the&nbsp;live market&nbsp;data subscriptions for all the&nbsp;marketplaces&nbsp;your&nbsp;financial instruments&nbsp;are traded&nbsp;on.&nbsp;For additional details, please see <a target="_blank" href="https://ibkr.info/article/1201"><u>KB1201</u></a></p>
<p>If your trading method does not require&nbsp;SMART&nbsp;charts, you can decide to use Direct chart routing as a workaround.</p>
<p>A&nbsp;Directed Chart will allow you to&nbsp;graphically represent&nbsp;the market data coming from a single,&nbsp;specific Exchange. When possible, we suggest to select the primary marketplace for the product for this purpose, since this is&nbsp;usually the one offering the highest liquidity and trade volume,&nbsp;hence normally&nbsp;providing&nbsp;the most favorable quotes.&nbsp;If you have subscribed the market data for that venue, the resulting Directed Chart will be fully populated, up to date and it will update automatically<sup><a href="#notes">1</a></sup>.</p>
<div>&nbsp;</div>
<h5><strong>How do I&nbsp;set up a Directed Chart?</strong></h5>
<p>1. &nbsp;Within a watchlist, type the contract symbol and press <em>Enter</em> on your keyboard.<br />
<img alt="" src="/system/files/image/IBKB3136/01.png" width="252" height="136" /></p>
<p><br />
2. &nbsp;When then contract selection menu appears, select the item <em><strong>Stock (Directed)</strong></em>. If you do not see this item, click on the small down arrow at the bottom of the menu to reveal the hidden menu items.<br />
<img alt="" src="/system/files/image/IBKB3136/2(1).png" width="400" height="314" /><br />
<br />
3.&nbsp;&nbsp;The Exchange selection screen will appear. You can now select the main Exchange for the product or the&nbsp;Exchange for which you&nbsp;have an active&nbsp;live market data subscription. Once done, click&nbsp;<em><strong>OK</strong></em>.<br />
<img alt="" src="/system/files/image/IBKB3136/3.png" width="600" height="344" /><br />
<br />
4.&nbsp;&nbsp;Within&nbsp;your watchlist you will see a newly created Directed Ticker line. It will contain the contract symbol and, preceded by&nbsp;the <em>@</em> sign, the Exchange you selected at the previous step.&nbsp;Right click on that directed ticker line and select <strong><em>Chart</em> </strong>&gt; <em><strong>New Chart </strong></em><br />
<img alt="" src="/system/files/image/IBKB3136/4.png" width="650" height="304" /><br />
&nbsp;</p>
<div>5. The chart will be shown. On the left side of the toolbar, after the contract symbol, you will see the Exchange you selected&nbsp;preceeded by a <em>@</em> sign, indicating that this is a Directed Chart.</div>
<div><img alt="" src="/system/files/image/IBKB3136/5.png" width="665" height="455" /></div>
<div>&nbsp;</div>
<div><br />
<strong><a name="notes"></a>Notes</strong></div>
<div><strong>1.&nbsp;</strong>In order&nbsp;for the chart to update automatically,&nbsp;the checkbox &quot;<em>Keep chart&nbsp;up to date</em>&quot;&nbsp;has to be activated in the <em>Chart Parameters</em> panel. The panel is reachable directly&nbsp;within the chart window, from the top menu <em>Edit</em>.</div>http://ibkb.interactivebrokers.com/article/3136#commentsChartsHowtoTWSWed, 21 Mar 2018 18:11:18 +0000nchin3136 at http://ibkb.interactivebrokers.comExposure Fee Calculation Reportshttp://ibkb.interactivebrokers.com/article/3113
<p><u><strong>INTRODUCTION</strong></u></p>
<p>Our Account Management system lets you configure and manage your account from a single window, including our Exposure Fee Calculations report. The Exposure Fee Calculations is generated daily and made available within Account Management prior to the U.S. equity market open. This report allows users to view the change in Profit and Loss (PnL) of your positions if the price of each of your positions declines and increases by predetermined percentages.</p>
<p>&nbsp;</p>
<p><u><strong>REPORT&nbsp;ACCESS</strong></u></p>
<p><strong>To access/generate an Exposure Fee Calculations Report </strong></p>
<p>1) From the Account Management Home Page, click on the <em>Reports</em> and then <em>Other Reports</em> menu options. <img alt="" src="/system/files/image/exp1.png" width="700" height="422" /><br />
&nbsp;</p>
<p>2) The following screen will appear.<br />
<img alt="" src="/system/files/image/exp1.png" width="700" height="422" /></p>
<p><img alt="" src="/system/files/image/exp2.png" width="700" height="307" /><br />
&nbsp;</p>
<p>3) Select Exposure Fee Calculations from the Report Type drop-down. Exposure Fee Calculations settings appear</p>
<p><img alt="" src="/system/files/image/exp3.png" width="700" height="335" /><br />
&nbsp;</p>
<p>4) In the Date field,select the date for the report <br />
5) Click <strong>Run Report </strong></p>
<p>&nbsp;</p>
<p><u><strong>REPORT&nbsp;OVERVIEW</strong></u></p>
<p>The Exposure Fee Summary Reports reflects the Average Exposure and the corresponding Exposure Fee for each Sector<sup>1</sup> and a hyper-link to view our Sensitivity Report for the Correlated Exposure Fee</p>
<p><img alt="" src="/system/files/image/exp4.png" width="700" height="277" /></p>
<p>&nbsp;</p>
<p><strong>Detailed Sector Summary </strong></p>
<p>Clicking on the hyper-link associated with each sector<sup>1</sup> will populate a detailed summary, which allows users to see the change in the PNL of your positions if the price of the corresponding ETF/Index increases / declines by a pre-determined amount. For the example of Equity Stocks and Indices we are assuming SPX declines by 30%, 20% and 10% and independent increases by 10% and 20% The results are based on theoretical pricing models and take into account coincidental changes in volatility and other variables that affect derivative prices</p>
<p>The report shows:&nbsp;</p>
<ul>
<li>The Net Liquidation Value (NLV) of your account based on positions from the previous day&rsquo;s close&nbsp;</li>
<li>Average Exposure for the sector&nbsp;</li>
<li>Corresponding Exposure Fee</li>
<li>Equity of all positions in the account with PNL in base currency</li>
</ul>
<p>To use the report, click the radio button that corresponds to the up or down price change you want to see (+/- 10%, 20% or +30%). The PNL for each position is updated by the selected percentage</p>
<p>The following are figure shows an example of a Detailed Summary of the Equity Sector, with -30% selected</p>
<p><img alt="" src="/system/files/image/exp5.png" width="700" height="558" /></p>
<p><br />
<sup>1</sup> Accounts may have Average Exposure and a corresponded Exposure Fee for more than 1 Sector</p>
<p>&nbsp;</p>
<p><strong>Sensitivity Report for the Correlated Exposure Fee</strong></p>
<p>For every contract in the portfolio we compute an estimate of the exposure fee if the position of a single contract is modified. We assume that contracts are bought or sold, as opposed to transferred in/out. The position change is not editable and in some cases may actually require the account to reverse the direction of their position, for example from a short position to long position.&nbsp;</p>
<p><img alt="" src="/system/files/image/exp6.png" width="700" height="494" /><br />
&nbsp;</p>
<p>For additional information regarding the Exposure Fee, please see <a href="/node/3114">KB3114</a></p>http://ibkb.interactivebrokers.com/article/3113#commentsHowtoFri, 16 Feb 2018 20:44:42 +0000dsultan3113 at http://ibkb.interactivebrokers.comIB TWS and IB Key Merger into IBKR Mobilehttp://ibkb.interactivebrokers.com/article/3102
<p><strong><u>OVERVIEW</u></strong></p>
<p>The migration for your user depends upon your current use of the apps as follows:</p>
<p>1. Your Smartphone is solely used for trading (IB TWS installed) - <a href="#_accessIBKR"><u>Click Here</u></a><br />
2. Your Smartphone is solely used for authentication (IB Key installed) -&nbsp; <a href="#_userIBKey"><u>Click Here</u></a><br />
3. Your Smartphone is used for both trading and authentication (IB TWS and IB Key installed) - <a href="#_bothIBTWS_IBKey"><u>Click Here</u></a><br />
4. Your Smartphone is used for Debit Card transactions (IB Key installed) -&nbsp; <a href="#_useDebitCard"><u>Click Here</u></a><br />
&nbsp;</p>
<h2><strong><a name="_userIBTWS"></a>You are a user of IB TWS</strong></h2>
<p>You have been trading on your smartphone with IB TWS and you have not used IB Key.<br />
1. Upon first launch of the application you will see the following new Home Screen. <br />
Figure 1 is the Home Screen of IBKR Mobile for iOS devices. Figure 2 is the Android device version.<br />
</p>
<p><img width="239" height="488" alt="" src="/system/files/image/IBKB3102/iphone_hero.png" />&nbsp; &nbsp; &nbsp;<img width="243" height="488" alt="" src="/system/files/image/IBKB3102/android_hero.png" /><br />
<em>Figure 1&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Figure 2</em></p>
<p>2. Tap on the Trade button.<br />
3. The rest of the application experience is identical to what you have already used in the past.<br />
&nbsp;</p>
<h2>&nbsp;</h2>
<h2><strong><a name="_accessIBKR"></a></strong><strong>Access to the other functions from the Trading Screen</strong></h2>
<p>If you wish to access the other functions of the IBKR Mobile, such as the Authentication module or the<br />
Debit Card functions:<br />
<br />
<strong>For iOS (Figure 3)</strong><br />
1. Open the <strong>menu &lsquo;More&rsquo; </strong>(lower right-hand corner of your screen).<br />
2. Scroll to the very bottom of this page<br />
<strong>For Android (Figure 4)</strong><br />
1. Open the Application menu<br />
2. Scroll to the bottom section - App Settings</p>
<p><img width="275" height="510" src="/system/files/image/IBKB3102/ios_settings_top(2).png" alt="" />&nbsp;&nbsp;&nbsp;&nbsp; <img width="275" height="510" src="/system/files/image/IBKB3102/ios_settings_bottom(3).png" alt="" />&nbsp;&nbsp;</p>
<p><em>Figure 3</em></p>
<p><img width="275" height="456" alt="" src="/system/files/image/IBKB3102/android_settings_top.png" />&nbsp;&nbsp;&nbsp;&nbsp; <img width="275" height="456" alt="" src="/system/files/image/IBKB3102/android_settings_bottom.png" /></p>
<p><em>Figure 4</em><br />
&nbsp;</p>
<h2><strong><a name="_userIBKey"></a>You are an IB Key user</strong></h2>
<p><strong>Activation<br />
</strong><br />
1. Launch the IBKR Mobile and tap on Authentication.<br />
2. The app will detect the installation of the IB Key and will suggest a course of action - either an<br />
automated migration (Figure 5) on an update and then automated migration.<br />
You can as well choose to manually migrate at a later point.</p>
<p class="MsoNormal"><img width="230" height="432" alt="" src="/system/files/image/IBKB3102/detected_migration(1).png" /> &nbsp;&nbsp; <img width="230" height="433" alt="" src="/system/files/image/IBKB3102/faceid_popup(1).png" /> &nbsp;&nbsp; <img width="230" height="433" alt="" src="/system/files/image/IBKB3102/ibkr_success(1).png" /><br />
<em>Figure 5</em> &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; &nbsp;&nbsp; <em>Figure 6</em><em> &nbsp;&nbsp; </em><em> &nbsp;&nbsp; </em><em> &nbsp;&nbsp; </em><em> &nbsp;&nbsp; </em><em> &nbsp;&nbsp; </em><em> &nbsp;&nbsp; </em><em> &nbsp;&nbsp; </em><em> &nbsp;&nbsp; </em><em> &nbsp;&nbsp; </em><em> &nbsp;&nbsp; </em><em> &nbsp;&nbsp; </em><em> &nbsp;&nbsp; </em><em> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </em><em>Figure 7</em></p>
<p class="MsoNormal">After the migration is completed, should you run the IB Key standalone application - the one you have<br />
authenticated with in the past - you will see the following screen (Figure 8).</p>
<p class="MsoNormal"><img width="275" height="489" alt="" src="/system/files/image/IBKB3102/ibkey_post_migration(1).png" /><br />
<em>F</em><em>igure 8</em></p>
<p class="MsoNormal">&nbsp;</p>
<h2><strong><a name="_DailyOper"></a>Daily Operation</strong></h2>
<p class="MsoNormal"><br />
A. Nothing changes in the daily login experience <strong>if you have an Internet connection</strong> - the Seamless<br />
Authentication process will be used:<br />
1. Enter your credentials in the corresponding fields (in the TWS, Account Management, WebTrader or<br />
IBKR Mobile). Click on Login.<br />
2. The system will send you a notification on your smartphone&rsquo;s screen - tap on it.<br />
3. Depending on your device, present your face to the camera or fingerprint on the sensor (iOS) or<br />
enter your PIN code (Android). The system will the automatically proceed with the login.</p>
<p class="MsoNormal"><br />
B. If you have <strong>no Internet connection</strong>, you will use the IBKR Mobile in Challenge-Response mode:<br />
1. Enter your credentials in the corresponding fields (in the TWS, Account Management, WebTrader or<br />
IBKR Mobile). Click on &lsquo;Login'.<br />
2. Click on the link saying &ldquo;I did not receive a notification&rdquo;.<br />
3. Launch the IBKR Mobile and tap on &lsquo;Authentication&rsquo;.<br />
4. In the field Challenge of your smartphone application enter the values displayed on the Login<br />
Screen. Tap the &lsquo;Generate&rsquo; button.<br />
5. Enter the values displayed by your smartphone app into the field Response string on the Login<br />
Screen. Click &lsquo;Login&rsquo;.</p>
<p class="MsoNormal">&nbsp;</p>
<h2><strong><a name="_bothIBTWS_IBKey"></a>You are a user of both IB TWS and IB Key</strong></h2>
<p class="MsoNormal">1. Please complete first the procedure for the activation of the Authentication module of the IBKR<br />
Mobile app (<a href="#_userIBKey">Click Here</a>).<br />
2. Login to the trading screen by taping on the Trade button of the Home Screen in your new IBKR<br />
Mobile app (<a href="#_userIBTWS">Click Here</a>).</p>
<p class="MsoNormal">&nbsp;</p>
<h2><strong><a name="_useDebitCard"></a>You use an IB Debit Card</strong></h2>
<p class="MsoNormal">1. Please complete first the procedure for the activation of the Authentication module of the IBKR<br />
Mobile app (<a href="#_userIBKey">Click Here</a>).<br />
2. On the Home Screen of the IBKR Mobile app tap on the Debit Card button. The rest of the experience<br />
is identical <a target="_blank" href="http://www.interactivebrokers.com/en/software/ibkey/debitcard_ibkey_ios.htm">to what you have already used in the past</a>.</p>
<p class="MsoNormal">&nbsp;</p>
<p class="MsoNormal">&nbsp;</p>
<p></p>
<p class="MsoNormal"></p>
<p class="MsoNormal"></p>
<p class="MsoNormal"></p>
<p class="MsoListParagraphCxSpLast"></p>http://ibkb.interactivebrokers.com/article/3102#commentsHowtoSLSTWSTWS ConfigurationTWS InstallationFri, 26 Jan 2018 18:01:37 +0000nchin3102 at http://ibkb.interactivebrokers.comCryptocurrency Products Offered by IBKRhttp://ibkb.interactivebrokers.com/article/3060
<p><u><strong>Stocks/ETFs</strong></u></p>
<p><strong>US</strong></p>
<ul>
<li>GBTC&nbsp;(PINK)- Bitcoin Investment Trust</li>
</ul>
<p><strong>Non-US</strong></p>
<ul>
<li>BITCOINXB&nbsp;(SFB)- Bitcoin Tracker One</li>
<li>COINETH (SFB)- XBT Provider Ethereum</li>
<li>COINETHE (SFB)- XBT Provider Ethereum</li>
</ul>
<p><u><strong>Indices</strong></u></p>
<ul>
<li>NYXBT&nbsp;(NYSE)- NYSE Bitcoin Index</li>
<li>GXBT&nbsp;(Cboe)- The Gemini Bitcoin Trace Price Index (No new contracts offered for trading as of June 2019)</li>
<li>BRR&nbsp;(CME)- CME Bitcoin Reference Rate Index</li>
<li>BRTI&nbsp;(CME)- CME Bitcoin Real Time Index</li>
</ul>
<p><u><strong>Futures</strong></u></p>
<ul>
<li>GXBT&nbsp;(Cboe/CFE)- The Gemini Bitcoin Trace Price Futures&nbsp;(No new contracts offered for trading as of June 2019)</li>
<li>BRR&nbsp;(CMECrypto)- CME Bitcoin Reference Rate Futures</li>
</ul>
<p>&nbsp;</p>
<p>Back to Table of Contents: <a href="http://ibkr.info/article/3059">Bitcoin and Other Cryptocurrency Products @ IBKR</a></p>http://ibkb.interactivebrokers.com/article/3060#commentsHowtoMon, 18 Dec 2017 17:55:24 +0000dsultan3060 at http://ibkb.interactivebrokers.comBitcoin and Other Cryptocurrency Products @ IBKRhttp://ibkb.interactivebrokers.com/article/3059
<p>Cryptocurrency Products Offered by IBKR</p>
<p><a href="http://ibkr.info/article/3060">http://ibkr.info/article/3060</a></p>
<p>&nbsp;</p>
<p>Cryptocurrency Products Market Data</p>
<p><a href="http://ibkr.info/article/3061">http://ibkr.info/article/3061</a></p>
<p>&nbsp;</p>
<p>Trading Bitcoin&nbsp;Futures with IBKR</p>
<p><a href="http://ibkr.info/article/3049">http://ibkr.info/article/3049</a></p>
<p>&nbsp;</p>
<p>Bitcoin Futures Product Page</p>
<p><a href="https://www.interactivebrokers.com/en/index.php?f=25379">https://www.interactivebrokers.com/en/index.php?f=25379</a></p>
<p>&nbsp;</p>
<p>IBKR Margin Requirements</p>
<p><a href="https://www.interactivebrokers.com/en/index.php?f=24176">https://www.interactivebrokers.com/en/index.php?f=24176</a></p>
<p>&nbsp;</p>
<p>&nbsp;</p>
<p>&nbsp;</p>http://ibkb.interactivebrokers.com/article/3059#commentsHowtoMon, 18 Dec 2017 17:36:11 +0000dsultan3059 at http://ibkb.interactivebrokers.comHow to update the US Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) on your accounthttp://ibkb.interactivebrokers.com/article/2875
<div class="field field-type-text field-field-background">
<div class="field-label">Background:&nbsp;</div>
<div class="field-items">
<div class="field-item odd">
<p>If you have been&nbsp;informed or believe that your account profile contains an incorrect US SSN/ITIN, you may simply log into your Account Management to update this information. Depending on your taxpayer status, you can update your US SSN/ITIN by modifying one of the following documents:</p>
<p>1) IRS Form W9 (if you are a US tax resident and/or US citizen&nbsp;holding a US SSN/ITIN)</p>
<p>2) IRS Form W-8BEN (if you are a Non-US tax resident holding a US SSN/ITIN)</p>
<p>Please note, if your SSN/ITIN has already been verified with the IRS you will be unable to update the information. If however the IRS has not yet verified the ID, you will have the ability to update through Account Management.&nbsp;</p>
<p>&nbsp;</p>
<p class="MsoNormal"></p> </div>
</div>
</div>
<p><u><strong>How to Modify Your W9/W8</strong></u></p>
<p>1) To submit this information change request, first login to Account Management</p>
<p>2) Click on the <strong>Settings </strong>section followed by <strong>Account Settings</strong></p>
<p><strong><img src="/system/files/image/SSN1.png" width="350" height="489" alt="" /></strong></p>
<p>&nbsp;</p>
<p>3) Find the <strong>Profile(s)</strong> section. Locate the User you wish to update and click on the Info button (the &quot;i&quot; icon) to the left of the User's name</p>
<p><img src="/system/files/image/SSN2(1).png" width="500" height="295" alt="" /></p>
<p>&nbsp;</p>
<p>4) Scroll down to the bottom where you will see the words <strong>Tax Forms</strong>. Next to it will be a link with the current tax form we have for the account. Click on this tax form to open it</p>
<p><img src="/system/files/image/SSN3.png" width="500" height="154" alt="" /></p>
<p>&nbsp;</p>
<p>5) Review the form. If your US SSN/ITIN is incorrect, click on the <strong>UPDATE </strong>button at the bottom of the page</p>
<p><img src="/system/files/image/SSN4.png" width="550" height="350" alt="" /></p>
<p>&nbsp;</p>
<p>6) Make the requisite changes and click the <strong>CONTINUE </strong>button to submit your request.</p>
<p><img src="/system/files/image/SSN5.png" width="625" height="316" alt="" /></p>
<p>&nbsp;</p>
<p>7) If supporting documentation is required to approve your information change request, you will receive a message.&nbsp; Otherwise, your information change request should be approved within 24-48 hours.</p>http://ibkb.interactivebrokers.com/article/2875#commentsAccount MgmtFA AccountsHowtoPosition TransfersRejection messagesRetirement AccountsStatementsTax ReportingTue, 28 Mar 2017 18:38:07 +00002875 at http://ibkb.interactivebrokers.comHow to adjust font size in TWShttp://ibkb.interactivebrokers.com/article/2874
<div class="field field-type-text field-field-background">
<div class="field-label">Background:&nbsp;</div>
<div class="field-items">
<div class="field-item odd">
<p>By default, Trader Workstation (TWS) is designed to display in a font size and style which can be read comfortably for the average user across various screen sizes and resolutions. With the advent of new technologies, there has been an exponential push to make monitors with higher display sizes and your layout may need to be further adjusted manually. This document serves to explain how to manually adjust the font size for TWS.</p> </div>
</div>
</div>
<h3><strong>Procedure</strong></h3>
<p class="procedureHeading">To adjust font size throughout TWS:</p>
<ol>
<li>From the Anchor window, click the <strong><em>Font Size Adjustment</em></strong> icon. <img src="/system/files/image/IBKB2874/kb2874_fonticon_1.png" alt="" width="30" height="21" /></li>
<li>Check the button&nbsp;<em><strong>Adjust window &amp; column widths</strong></em> to ensure all windows will resize automatically to keep the same font:window ratio. (If unchecked, only font size will change but window size will remain the same).</li>
<li>Click the button&nbsp;<em><strong>Smaller</strong></em> or <em><strong>Larger</strong></em> until the font size is correct.<br />
<em>Notice that the font size will change immediately as you click the button.</em></li>
<li>Click the <strong><em>Font Size Adjustment</em></strong> icon <img src="/system/files/image/IBKB2874/kb2874_fonticon_1.png" alt="" width="30" height="21" />&nbsp; when done.<br />
<br />
<img src="/system/files/image/IBKB2874/kb2874_fontchange_2.png" alt="" width="600" height="450" /></li>
</ol>
<p><em>Note: It is possible that currently not all windows will be adjusted in the same way.<br />
</em></p>http://ibkb.interactivebrokers.com/article/2874#commentsHowtoTWSTWS ConfigurationFri, 24 Mar 2017 16:41:43 +0000aparada2874 at http://ibkb.interactivebrokers.comHow to check and solve connectivity issues affecting the Trader Workstation (TWS)http://ibkb.interactivebrokers.com/article/2807
<div class="field field-type-text field-field-background">
<div class="field-label">Background:&nbsp;</div>
<div class="field-items">
<div class="field-item odd">
<p>The Trader Workstation (TWS) software needs to connect to our gateways and market data servers in order to work properly. Connectivity issues&nbsp;affecting your&nbsp;local network or your&nbsp;Internet Service Provider&nbsp;network may negatively affect the TWS&nbsp;functionality. In this article we&nbsp;will indicate how to test your connectivity using an automated connectivity test web page.</p> </div>
</div>
</div>
<h3>&nbsp;</h3>
<h3><strong>How to test&nbsp;the connectivity using&nbsp;the automated&nbsp;&quot;IB&nbsp;Connectivity Test&quot; web page?</strong></h3>
<p>1)&nbsp;Click&nbsp;on this link:&nbsp;<a href="http://www.interactivebrokers.com/cgi-bin/conn_test.pl">http://www.interactivebrokers.com/cgi-bin/conn_test.pl</a>&nbsp;</p>
<p>2) Please wait until all the tests have been completed and results have been displayed. If you see &quot;<em>Success</em>&quot; as outcome for all tests, your connectivity to IB&nbsp;Servers is&nbsp;reliable at the present moment. No additional connectivity troubleshooting or configuration&nbsp;should&nbsp;be&nbsp;needed.</p>
<p>3) If you see &quot;<em>Fail</em>&quot; as outcome for one or more test/s, please click on the link&nbsp;&quot;<em>Fail</em>&quot; itself&nbsp;in order to&nbsp;display&nbsp;the &quot;<em>IB Network Troubleshooting Guide</em>&quot;. That section will help you conduct some manual tests to identify the cause of the failure.</p>
<p><em><strong>Note for Corporative environments and Proxy server users:</strong></em> the automated &quot;Connectivity Test&quot; page may return misleading results in case your&nbsp;machine is&nbsp;accessing the Internet through a Proxy server. This usually happens&nbsp;if you are connected to a&nbsp;company network.&nbsp;If this is&nbsp;your case, we kindly ask you to contact your Network Administrator or your IT&nbsp;Team and ask them to perform a manual connectivity tests towards the destination servers indicated in the table on the top of the IB&nbsp;automated&nbsp;&quot;Connectivity Test&quot; web page itself. The manual connectivity test should&nbsp;be conducted using destination TCP&nbsp;ports&nbsp;4000 and 4001. Should&nbsp;they prefer to have the&nbsp;server list in another format or should they need&nbsp;to set up the firewall /&nbsp;IP Management rules,&nbsp;you can&nbsp;forward them <a target="_blank" href="http://ibkb.interactivebrokers.com/node/2816">this page</a>.</p>
<p>&nbsp;</p>http://ibkb.interactivebrokers.com/article/2807#commentsHowtoLogin problemMarket DataTWSTWS ConfigurationTWS InstallationFri, 02 Dec 2016 10:29:09 +0000afrisatto2807 at http://ibkb.interactivebrokers.comIB TWS Companion App for Apple Watchhttp://ibkb.interactivebrokers.com/article/2656
<div class="field field-type-text field-field-overview">
<div class="field-label">Overview:&nbsp;</div>
<div class="field-items">
<div class="field-item odd">
<p>Interactive Brokers takes our intuitive and ergonomic mobile trading platform to the next level by providing you a companion app for the Apple Watch.</p> </div>
</div>
</div>
<div class="field field-type-text field-field-background">
<div class="field-label">Background:&nbsp;</div>
<div class="field-items">
<div class="field-item odd">
<p>The companion app is designed to display information when a user has logged in to the IB&nbsp;TWS&nbsp;app on their iPhone. It will work in both the Live Trading and Read Only Modes but does not support active trading. This companion app is only available for informational purpose only.</p> </div>
</div>
</div>
<h3>&nbsp;</h3>
<h3><a name="TOC"><strong>Table of contents</strong></a></h3>
<ul>
<li><a href="#what">What does the app do?</a></li>
<li><a href="#req">Requirements</a></li>
<li><a href="#how">How is the app installed? </a></li>
<li><a href="#confirm">How do I confirm the app installed? </a></li>
<li><a href="#view">How to check your glances?</a></li>
</ul>
<p>&nbsp;</p>
<h5><a name="what"><strong>What does the app do?</strong></a></h5>
<p>At '<strong>glance view</strong>' the app will display the following information; Amount of FYI Notification, Account Number, Daily P&amp;L, Net Liquidation Value, Number of Open Orders, Number of Trades Executed, Excess Liquidity and number of Positions you currently own. It will also display the time when it has fetched the information from your iPhone.</p>
<p><strong>Example:</strong></p>
<p><strong><img src="/system/files/image/companion_GlanceView2_1Acct(1).jpg" alt="Apple Watch Companion App Glance Screen" width="225" height="250" /></strong></p>
<p>&nbsp;</p>
<p><a href="#TOC"><em>Back to top</em></a></p>
<h4><a name="req"><strong>Requirements<br />
</strong></a></h4>
<ul>
<li>Must have <strong>iPhone 5s</strong> or greater, using <a target="_blank" href="https://support.apple.com/kb/HT204204">iOS 9 or later</a>.</li>
<li>Must have the <a href="http://ibkb.interactivebrokers.com/article/2278">IB&nbsp;TWS</a>&nbsp;app installed on your iPhone (version 8.14 or greater)</li>
<li>Must have your Apple Watch paired to your iPhone (refer to: <a href="https://support.apple.com/kb/HT204505">Set up your Apple Watch</a> for directions)</li>
<li>Must have <strong>watchOS 2</strong> running on your Apple Watch.</li>
</ul>
<p><strong>Important:</strong>&nbsp;The Apple Watch applications are only 'companion' apps. This means they are not installed directly on the watch itself, but rather are a function of an application already installed on your iPhone.</p>
<p>&nbsp;</p>
<p><a href="#TOC"><em>Back to top</em></a></p>
<h5><a name="how"><strong>How is the app installed?</strong></a></h5>
<p>&nbsp;1.&nbsp; Install the latest version of the <a href="https://ibkr.info/article/2278" target="_blank">IB&nbsp;TWS</a> app on your iPhone.</p>
<p>&nbsp;2.&nbsp; <a href="https://support.apple.com/kb/HT204505"> Pair your Apple Watch</a> to your phone.</p>
<p>&nbsp;3.&nbsp; Launch the Watch app on your phone.</p>
<p>&nbsp; &nbsp; &nbsp; <img alt="Apple Watch App Icon" src="/system/files/image/companion_Launch.JPG" width="225" height="243" /></p>
<p>&nbsp;4.&nbsp; Scroll down on the main screen until you see your list of apps, locate the IB TWS app and Tap on it.</p>
<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <img alt="IB TWS Listing in the Apple Watch App" src="/system/files/image/companion_Watch_AppList2.JPG" width="275" height="563" /></p>
<p>&nbsp;5.&nbsp; Enable <strong>Show App on Apple Watch</strong> and <strong>Show in Glances</strong> by swiping the slider to the right (green).</p>
<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <img src="/system/files/image/companion_Watch_GlanceSettings2.JPG" alt="Glance View Activation of the IB TWS app" width="275" height="218" /></p>
<p>&nbsp;6.&nbsp; After the top slider is set to green, you will see a text informing you that the app is being installed. At this stage the phone is sending the application to your watch per Bluetooth. This might take a short moment (approximately 30-60 seconds.) Once completed the companion app has been installed.</p>
<p>&nbsp;</p>
<p><strong>Note: </strong>Once enabled it will 24 hours before P&amp;L shows up on the watch after activation.&nbsp;<strong><br />
</strong></p>
<p><img src="/system/files/image/AppleWatch_NoPnL.JPG" alt="IB TWS not displaying P&amp;L" width="225" height="249" /></p>
<p>&nbsp;</p>
<p><a href="#TOC"><em>Back to top</em></a></p>
<h5><a name="confirm"><strong>How do I confirm the app is installed?</strong></a></h5>
<p>On your Apple Watch click on the crown to access your Home Screen, you should now see an icon for the IB&nbsp;TWS App.<strong><br />
</strong></p>
<p><img src="/system/files/image/companion_HomeScreen2.JPG" alt="Apple Watch Home Screen" width="225" height="249" /></p>
<p>&nbsp;</p>
<p><strong>Note:&nbsp;</strong>Tapping on this icon <strong>does not</strong> launch the app&rsquo;s functional screen. It merely displays the information on how to enable the Glance View.</p>
<p><img alt="Instruction Screen" src="/system/files/image/companion_InstructionScreen2.JPG" width="225" height="249" /></p>
<p>&nbsp;</p>
<p><a href="#TOC"><em>Back to top</em></a></p>
<h5><a name="view"><strong>How to check your glances?</strong></a></h5>
<p>To display the 'Glance' view swipe up on the watch face to a glance, then swipe left or right to see all active glances (There is no need to tap on the IB&nbsp;TWS&nbsp;App <strong>(1)</strong>, if so it will only display directions<strong> (2)</strong> on how to enable Glance view.)</p>
<p><img alt="Glance Screen with Reference Number - 1" src="/system/files/image/companion_GlanceView_Ref1mod.JPG" width="225" height="250" />&nbsp; &nbsp; <img alt="Glance Screen with Reference Number - 2" src="/system/files/image/companion_GlanceView_Ref2mod.JPG" width="225" height="250" /></p>
<p>&nbsp;</p>
<p>As an alternative if you don't want to swipe through your active glances, you can hold the crown, ask Siri <strong>(1) </strong>'Show the IB&nbsp;TWS&nbsp;glance' <strong>(2)</strong> then let go of the crown.</p>
<p><img alt="Ask Siri with Reference Number 1" src="/system/files/image/AppleWatch_Siri1mod.JPG" width="225" height="250" />&nbsp;&nbsp; &nbsp;<img alt="&quot;Show IB TWS glance&quot; with Number Reference 2" src="/system/files/image/AppleWatch_Siri2mod.JPG" width="225" height="250" /></p>
<p>Refer to <a target="_blank" href="https://support.apple.com/kb/HT205548">Glances on Apple Watch</a> for more details.</p>
<p>&nbsp;</p>
<p><a href="#TOC"><em>Back to top</em></a></p>
<p>&nbsp;</p>http://ibkb.interactivebrokers.com/article/2656#commentsHowtoTWS InstallationTue, 15 Mar 2016 12:34:18 +0000aparada2656 at http://ibkb.interactivebrokers.comHow to install Java on a Linux computerhttp://ibkb.interactivebrokers.com/article/2593
<div class="field field-type-text field-field-overview">
<div class="field-label">Overview:&nbsp;</div>
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<div class="field-item odd">
<div>This article will walk you through the process of installing the official Oracle Java platform on your Linux machine.</div>
<div>&nbsp;</div> </div>
</div>
</div>
<div class="field field-type-text field-field-background">
<div class="field-label">Background:&nbsp;</div>
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<div class="field-item odd">
<div>
<div>There are many Linux distributions available and many of them come with&nbsp;one&nbsp;or more Java platform/s pre-installed. In the vast majority of the cases the Java platform which comes pre-installed on a Linux machine is not the official Oracle Java, but another one such as OpenJKD or&nbsp;IBM Java.&nbsp;</div>
</div>
<div>The Trader Workstation has been developed on the official Oracle Java platform and shows the most stable behavior and the best performances when&nbsp;run&nbsp;by the&nbsp;official Oracle&nbsp;Java process.&nbsp;Therefore we recommend to all&nbsp;the Linux&nbsp;users,&nbsp;who&nbsp;want to run the Trader Workstation, to install the official Oracle&nbsp;Java platform and set it as the preferred Java environment to be used by the operating system.</div>
<div>&nbsp;</div> </div>
</div>
</div>
<p>For the purpose of this guide, we will divide the Linux distributions nowadays available into three big families:</p>
<ol>
<li><a href="#Ubuntu">APT based&nbsp;Linux distributions</a> (Ubuntu, Mint) - those distributions use the Advanced Packaging Tool to fetch and install software packages in a semi-automatic way, resolving and taking care of dependencies.&nbsp;</li>
<li><a href="#rpm">RPM&nbsp;based Linux distributions </a>(Suse, OpenSUSE, Red Hat, CentOS, Fedora, Oracle Linux) - those distributions allow the installation of software packages (.rpm files), which contain the binary files to be installed on the system and&nbsp;an integrated&nbsp;dependency checker script. The .rpm packages allow a simplified and smooth installation of software without requiring a deep knowledge of the system.</li>
<li><a href="#non-rpm">Other&nbsp;Linux distributions</a>&nbsp; - those distributions may or may not use&nbsp;a specific package manager but&nbsp;all of them allow the installation of software using the source code package (.tar.gz) through a series of command to be issued on the Terminal.</li>
</ol>
<p>&nbsp;</p>
<h2><a name="Ubuntu" class=" FCK__AnchorC">How to install the official Oracle Java on&nbsp;APT based&nbsp;Linux distributions</a></h2>
<p>The most simple way to install Java on Ubuntu or Mint is using the webupd8 repository.&nbsp;This method will install the latest version of JDK 8 and the JRE 8 browser plugin. The supported versions are: Ubuntu 15.04, 14.10, 14.04, 12.04 - Linux Mint 17.1, 17, 13</p>
<p>For details, please refer to: <a href="http://www.webupd8.org/2012/09/install-oracle-java-8-in-ubuntu-via-ppa.html" target="_blank">http://www.webupd8.org/2012/09/install-oracle-java-8-in-ubuntu-via-ppa.html</a></p>
<p>a. On your Linux machine, open the &quot;Terminal&quot;. If you need help with accessing and using the Terminal, please refer to: <a href="https://help.ubuntu.com/community/UsingTheTerminal" target="_blank">https://help.ubuntu.com/community/UsingTheTerminal</a></p>
<p>b. Become root, by typing <strong>s<em>u</em></strong><em> </em>on the Terminal and entering the super user password. Instead of becoming root, you can choose to use the sudo feature (which gives your user the root privileges for a single command). If you want to use sudo, just add <strong><em>sudo </em></strong>before&nbsp;each one of the&nbsp;commands&nbsp;you will enter in the Terminal. You will be&nbsp;requested to enter the sudo password.</p>
<p>c. Add the webupd8 repository by tiping <em><strong>add-apt-repository ppa:webupd8team/java </strong></em>Follow the instructions on the screen. You should be asked to press [ENTER] to continue. Once done, the repository will be added.</p>
<p>d. Type the command <em><strong>apt-get update</strong></em></p>
<p>e<em>. </em>Enter the command: <strong><em>apt-get install oracle-java8-installer </em></strong>The process will download and install automatically the required packages along with their dependencies. Once the command has completed, the Oracle Java platform will be ready to be used.</p>
<p>Should you prefer to&nbsp;have control of all the phases of the installation,&nbsp;instead of relying on the APT facility,&nbsp;please refer to the instructions on this page: <a href="http://www.wikihow.com/Install-Oracle-Java-JRE-on-Ubuntu-Linux" target="_blank">http://www.wikihow.com/Install-Oracle-Java-JRE-on-Ubuntu-Linux</a></p>
<p>&nbsp;</p>
<h2><a name="rpm" class=" FCK__AnchorC">How to install the official Oracle Java on RPM&nbsp;based Linux distributions</a></h2>
<p>a. On your Linux machine, open the &quot;Terminal&quot;. If you need help with accessing and using the Terminal, please refer to: <a href="https://help.ubuntu.com/community/UsingTheTerminal" target="_blank">https://help.ubuntu.com/community/UsingTheTerminal</a></p>
<p>b. Become root, by typing <strong>s<em>u</em></strong><em> </em>on the Terminal and entering the super user password. Instead of becoming root, you can choose to use the sudo feature (which gives your user the root privileges for single commands). If you want to use sudo, just add <strong><em>sudo </em></strong>before&nbsp;each one of the&nbsp;commands&nbsp;you will enter in the Terminal. You will be&nbsp;requested to enter the sudo password.</p>
<p>c. Create the folder /usr/java by issuing the command <strong><em>mkdir /usr/java</em></strong><em>. </em>If the directory already exists you will see a message indicating that. In this case you can&nbsp;proceed directly&nbsp;to point d.</p>
<p>d. Go to the page <a href="https://www.java.com/en/download/linux_manual.jsp" target="_blank">https://www.java.com/en/download/linux_manual.jsp</a></p>
<p>e. If you have a 32 bit system, download the file &quot;Linux RPM&quot; . If you have a 64 bit system, download the file &quot;Linux64 RPM&quot;. In either case, please instruct your browser to save the file in the folder /usr/java or move the file to that foder once it has been downloaded.</p>
<p>f. Go back to the Terminal and move to the /usr/java folder by typing <strong><em>cd /usr/java</em></strong></p>
<p>g. List the content of the folder by typing the command <strong><em>ls -la </em></strong>You should see the file you downloaded. It will be called jre-XuYY-linux-ARCH.rpm&nbsp;(where X is&nbsp;the Java family, YY&nbsp;the&nbsp;update number and&nbsp;ARCH will be i586 for 32 bit installer and&nbsp;x64 for 64 bit installer)</p>
<p>h. &nbsp;Launch this command to perform the installation: <strong><em>rpm -ivh jre-XuYY-linux-ARCH.rpm&nbsp; </em></strong>Obviously you need to use the real file name, for example jre-8u65-linux-x64.rpm</p>
<p>Once the installation has been performed, the Oracle Java should be ready to be used. Usually a system restart is not required on Linux machines. In case you see warning or error message/s during the installation, please check their content and search the Internet for possible solutions. Most of the time the warning/error messages&nbsp;maight refer to missing dependencies (this means that another package needs to be installed before you can install Java) or to unsufficient privileges (this means that you are launching the command with a regular user instead of &quot;root&quot;). If you cannot find the proper course of actions to overcome the issue, please refer to the support documentation or forums for your current Linux distribution.</p>
<p>&nbsp;</p>
<h2><a name="non-rpm" class=" FCK__AnchorC">How to install the official Oracle Java on other Linux distributions</a></h2>
<p>If your Linux distribution does not support RPM or APT&nbsp;package managers, the installation of Oracle Java can be performed manually in this way:</p>
<p>a. On your Linux machine, open the &quot;Terminal&quot;.</p>
<p>b. Become root, by typing <strong>s<em>u</em></strong><em> </em>on the Terminal and entering the super user password. Instead of becoming root, you can choose to use the sudo feature (which gives your user the root privileges for single commands). If you want to use sudo, just add <strong><em>sudo </em></strong>before&nbsp;each one of the&nbsp;commands&nbsp;you will enter in the Terminal. You will be then required to enter the sudo password.</p>
<p>c. Create the folder /usr/java by issuing the command <strong><em>mkdir /usr/java</em></strong><em>. </em>If the directory already exists you will see a message indicating that. In this case you can&nbsp;proceed directly&nbsp;to point d.</p>
<p>d. Go to the page <a href="https://www.java.com/en/download/linux_manual.jsp" target="_blank">https://www.java.com/en/download/linux_manual.jsp</a></p>
<p>e. If you have a 32 bit system, download the file &quot;Linux&quot; . If you have a 64 bit system, download the file &quot;Linux x64&quot;. In either case, please instruct your browser to save the file in the folder /usr/java or move the file to that foder once it has been downloaded.</p>
<p>f. Go back to the Terminal and move to the <em>/usr/java </em>folder by typing <strong><em>cd /usr/java</em></strong></p>
<p>g. List the content of the folder by typing the command <strong><em>ls -la </em></strong>You should see the file you downloaded. It will be called jre-XuYY-linux-ARCH.tar.gz&nbsp;(where X is&nbsp;the Java family, YY&nbsp;the&nbsp;update number and&nbsp;ARCH will be i586 for 32 bit installer and&nbsp;x64 for 64 bit installer)</p>
<p>h. &nbsp;Launch this command to perform the installation:&nbsp;<strong><em>tar zxvf&nbsp;jre-XuYY-linux-ARCH.tar.gz&nbsp; </em></strong>Obviously you need to use the real file name, for example jre-8u65-linux-x64.tar.gz</p>
<p>i. Once done, enter command <strong><em>ls -la </em></strong>You will see the folder <em>/usr/java/jre1.X.0_YY </em>(where X is&nbsp;the Java family, YY&nbsp;the&nbsp;update number)</p>
<p>l. &nbsp;The Java executables are now present in the folder <em>/usr/java/jre1.X.0_YY/bin&nbsp;</em></p>
<p><em>m. Now check </em>which is the symbolic link used by the system to access the java executables by entering the commands:</p>
<p><em><strong>which java</strong>&nbsp; - you will receive an output similar to this: /usr/bin/java&nbsp;&nbsp;From now on we will refer to this path as javasympath.</em></p>
<p><em><strong>which javac</strong>&nbsp; - you will receive an output similar to this: /usr/bin/java&nbsp;&nbsp;From now on we will refer to this path as javacsympath.</em></p>
<p><em><strong>which javaws</strong>&nbsp; - you will receive an output similar to this: /usr/bin/java&nbsp;&nbsp;From now on we will refer to this path as javawssympath.</em></p>
<p>Unless your are launching the java applications using the full path (for example <em>/usr/java/jre1.X.0_YY/bin/java ...</em>), you would need to tell your system which java executables should be used when a generic java command is issued. In order to to this, you can either update your alternatives files&nbsp;(if your system supports them) or&nbsp;the&nbsp;symbolic links. Here below&nbsp;you can&nbsp;see&nbsp;the instructions, according to your system:</p>
<p>-&nbsp;If your system uses the&nbsp;alternatives&nbsp;files:</p>
<p>n.&nbsp; Issue the following commands, paying attention to make the necessary substitutions .</p>
<p><em><strong>update-alternatives --install&nbsp;</strong>javasympath<strong> java /usr/java/jre1.</strong>X<strong>.0_</strong>YY<strong>/bin/java 1</strong></em></p>
<p><em><strong>update-alternatives --install&nbsp;</strong>javacsympath<strong> javac /usr/java/jre1.</strong>X<strong>.0_</strong>YY<strong>/bin/javac 1</strong></em></p>
<p><em><strong>update-alternatives --install&nbsp;</strong>javawssympath<strong> javaws /usr/java/jre1.</strong>X<strong>.0_</strong>YY<strong>/bin/javaws 1</strong></em></p>
<p>- If your system does&nbsp;not use&nbsp;the alternatives files:</p>
<p>n. Issue the following commands, paying attention to make the necessary substitutions .</p>
<p><em>ln -sf&nbsp;&nbsp;<strong>/usr/java/jre1.</strong>X<strong>.0_</strong>YY<strong>/bin/java </strong>javasympath</em></p>
<p><em><em>ln -sf&nbsp;<strong>/usr/java/jre1.</strong>X<strong>.0_</strong>YY<strong>/bin/javac </strong>javacsympath</em></em></p>
<p><em><em>ln -sf&nbsp;<strong>/usr/java/jre1.</strong>X<strong>.0_</strong>YY<strong>/bin/javaws </strong>javawssympath</em></em></p>
<p>&nbsp;</p>http://ibkb.interactivebrokers.com/article/2593#commentsHowtoTWSTWS InstallationThu, 05 Nov 2015 14:39:12 +0000afrisatto2593 at http://ibkb.interactivebrokers.comHow to fix the error: "Library dbcapi.dll cannot be loaded"http://ibkb.interactivebrokers.com/article/2560
<div class="field field-type-text field-field-background">
<div class="field-label">Background:&nbsp;</div>
<div class="field-items">
<div class="field-item odd">
<div>&nbsp;</div>
<div>TWS users may receive the following error message upon configuring TWS to use the eSignal data feed:</div>
<div><img width="337" height="124" alt="" src="/system/files/image/eSignalError/dbcapidllError.png" /></div>
<div>&nbsp;</div> </div>
</div>
</div>
<div>&nbsp;</div>
<div>This error&nbsp;may appear for the following reasons:</div>
<div>&nbsp;</div>
<h5><a href="#A"><strong>Issue A -&nbsp;You are not using the 32 bit version of TWS&nbsp;and/or eSignal:</strong></a></h5>
<div>The 32-bit versions of both TWS&nbsp;and eSignal have to be installed for the integration to work.&nbsp;In the section&nbsp;below you will find the instructions for installing the 32-bit TWS. Should you need assistance with the installation of the 32-bit eSignal, we suggest you to contact the eSignal customer support.</div>
<div>&nbsp;</div>
<h5><a href="#B"><strong>Issue B&nbsp;-</strong>&nbsp;<strong>There is an incompatibility with the file C:\Jts\dbcapi.dll:</strong></a></h5>
<div>To use 32-bit eSignal version 12, an incompatibility with the C:\Jts\dbcapi.dll file must be fixed. This involves copying a file from the eSignal installation and renaming it to dbcapi.dll.&nbsp;</div>
<div>&nbsp;</div>
<div><em><strong><em>Note</em></strong><em>: </em></em>On certain systems you will need to apply the fixes for both issue A and B. If you applied the fix for issue A (or if you are already sure you are using the 32 bit version of both platforms) and you are still receiving the error message, then please apply as well the fix for issue B.</div>
<div>&nbsp;</div>
<div>&nbsp;</div>
<div>&nbsp;</div>
<h5><strong><a class=" FCK__AnchorC FCK__AnchorC" name="A">Instructions to resolve issue A</a></strong></h5>
<h5><strong>Installing&nbsp;32-bit TWS</strong></h5>
<h5>&nbsp;</h5>
<h5>Please open the page <a target="_blank" href="http://www.ibkr.com"><em>http://www.ibkr.com</em></a> in your browser and perform the steps below:</h5>
<p>1) Click on the <em><strong>LOG IN</strong></em> button at the top right corner of the page.</p>
<p>2) Under the section TRADER&nbsp;WORKSTATION, click on <strong><em>TWS Latest</em></strong>. <img border="1" width="642" height="354" alt="" src="/system/files/image/TAC/DDEdll%20missing%20or%20out%20of%20date%20error/LogIN_TWSLatest(1).png" /></p>
<div>3) On the next page, click on the link <strong><em>Download for Other Operating Systems</em></strong>.</div>
<div><img border="1" width="485" height="319" alt="" src="/system/files/image/TAC/DDEdll%20missing%20or%20out%20of%20date%20error/TWS%20Latest%20step%202(2).png" /></div>
<div>&nbsp;</div>
<p>4) Click on the&nbsp;item <em><strong>Windows 32-bit</strong></em>.</p>
<p><img border="1" width="402" height="313" alt="" src="/system/files/image/TAC/DDEdll%20missing%20or%20out%20of%20date%20error/TWS%20Latest%20step%203(1).png" /></p>
<p>5) Make sure that the description under the <em>DOWNLOAD</em> button has changed to &quot;Windows: 32 bit&quot;. Click now on <strong><em>DOWNLOAD</em></strong>. <img border="1" width="449" height="138" alt="" src="/system/files/image/TAC/DDEdll%20missing%20or%20out%20of%20date%20error/TWS%20Latest%20step%204(1).png" /></p>
<p>6) Launch the downloaded file. The Trader Workstation installation will start. At this point you may see the warning message &quot;<em>Trader Workstation latest is already installed...</em>&quot;. Ignore this warning and click on the button <em><strong>Next &gt;</strong></em> to continue the installation.</p>
<div><img border="1" width="633" height="502" alt="" src="/system/files/image/TAC/DDEdll%20missing%20or%20out%20of%20date%20error/TWS%20already%20exist%20page(2).png" /></div>
<div>&nbsp;</div>
<p>7) Your &quot;<strong>Trader Workstation</strong>&quot; Desktop icon will be automatically updated. You can now launch the 32-bit Trader Workstation by a double click on that icon.</p>
<div>
<p><strong>If&nbsp;you have launched&nbsp;the&nbsp;32-bit TWS and the 32 bit version of eSignal but you still&nbsp;receive the same error message, please follow as well the instructions below</strong></p>
</div>
<div>&nbsp;</div>
<div>&nbsp;</div>
<h5><a class=" FCK__AnchorC FCK__AnchorC" name="B"><strong>Instructions to resolve issue B</strong></a></h5>
<h5><strong>Replacing dbcapi.dll for compatibility between 32-bit TWS and 32-bit eSignal 12</strong></h5>
<p>To correct an incompatibility with the dbcapi.dll file,&nbsp;we will&nbsp;replace&nbsp;that file&nbsp;with&nbsp;another version of it&nbsp;taken from&nbsp;the eSignal installation folder. Please follow the steps below to perform the substitution: <strong>&nbsp;</strong></p>
<p>1) Navigate to C:\Jts and rename the file <em>dbcapi.dll</em> to <em>dbcapi_old.dll </em></p>
<p>2) Navigate to the directory where 32-bit eSignal 12&nbsp;is installed (most commonly <em>C:\Program Files (x86)\Common Files\Interactive Data\DM</em>)</p>
<p>3) Copy <em>dbcapi_vc8.dll </em>from that directory into the <em>C:\Jts </em>directory.</p>
<p>4) Move to the <em>C:\Jts</em> directory</p>
<p>5) Right click on the <em>dbcapi_vc8.dll</em> file (now in the <em>C:\Jts </em>directory) and select <em>rename</em>. Type <em>dbcapi.dll </em>as the new filename. <img width="618" height="195" alt="" src="/system/files/image/untitled(1).jpg" /></p>
<p>6) TWS is now ready to accept the eSignal data feed.</p>
<p>&nbsp;</p>http://ibkb.interactivebrokers.com/article/2560#commentsAPIHowtoTechnicalTWS InstallationFri, 02 Oct 2015 20:52:32 +0000wmyer2560 at http://ibkb.interactivebrokers.comHow to opt back into the Secure Login Systemhttp://ibkb.interactivebrokers.com/article/2545
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<div class="field-label">Overview:&nbsp;</div>
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<p>Clients who participate in the Secure Login System (SLS) program on a partial opt-out basis may expose themselves to risks and are therefore subject to&nbsp;certain restrictions (e.g. ability to trade Pink Sheet and OTCBB stocks).&nbsp; Considering these factors along with the protection benefits afforded through a complete SLS protection, you may decide to fully opt back into the Secure Login System.&nbsp; The following article provides the step-by-step instructions for accomplishing this. <br />
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<div class="field-label">Background:&nbsp;</div>
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<p>Please notice that in order to&nbsp;modify the security settings, your user needs to have the proper access rights. In case your user is not allowed to change the security settings, the system will show you a notice and will point you to the user which has&nbsp;such rights.</p> </div>
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<p>In order to opt back into the Secure Login System, please proceed as follows:</p>
<p>1. Open your browser and go to the web page <a href="http://www.ibkr.com">www.ibkr.com</a>.</p>
<div>2. Click on <strong><em>Login </em></strong>&gt;<em>&nbsp;<strong>Account Management</strong></em><br />
<img alt="" src="/system/files/image/IBKB2545a/dotcompath(1).png" width="583" height="293" /></div>
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<div>3. Enter your credentials and complete the&nbsp;authentication&nbsp;using&nbsp;your&nbsp;security device<br />
<img alt="" src="/system/files/image/IBKB2545a/loginsd.png" width="300" height="286" /></div>
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<div>4. From the left side menu, click on<em><strong> Settings </strong></em>&gt; <em><strong>User Settings</strong></em>. Then, within the <strong><em>Security</em></strong> box,&nbsp;click the Configure &quot;gear&quot;<strong><em> </em></strong>icon next to <strong><em>Secure Login System</em></strong><a href="#note1"><strong><em><sup>1</sup></em></strong></a><strong><em><sup><br />
<img alt="" src="/system/files/image/IBKB2545a/01(1).png" width="700" height="389" /></sup></em></strong></div>
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<div>5.&nbsp;You will see a box&nbsp;titled&nbsp;&quot;Secure Login Settings&quot;. Within that box, click on the <em><strong>wheel(Configure)</strong></em><em><strong> </strong></em>icon<em><br />
<img alt="" src="/system/files/image/IBKB2545a/optout1.png" width="700" height="204" /></em></div>
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<div>6.<em> </em>Select the radio button&nbsp;next to&nbsp;&quot;<em>I&nbsp;want to always use my Secure Login&nbsp;Device when logging in</em>&quot; and&nbsp;click&nbsp;on <em><strong>Continue</strong></em><br />
<img alt="" src="/system/files/image/IBKB2545a/optout2(1).png" width="700" height="233" /></div>
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<div>7. You will receive a confirmation that your settings have been updated. Click on <em><strong>OK&nbsp;</strong></em>to finalize the procedure<br />
<img alt="" src="/system/files/image/IBKB2545a/12(1).png" width="700" height="113" /></div>
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<h5><strong>Notes</strong></h5>
<p><strong><a name="note1"></a>1</strong>. If you are using the Classic version of the Account Management, click on the top menu&nbsp;<b><em>Manage Account</em></b>, then&nbsp;<b><em>Security</em></b>&nbsp;&gt;<b><em>Secure Login System</em></b>&nbsp;&gt;&nbsp;<b><em>SLS Opt</em></b>&nbsp;<em><strong>Out.</strong></em>&nbsp;There select&nbsp;the radio button to&nbsp;<strong><em>O</em></strong><em><b>pt Back In</b></em>&nbsp;on the line correspondent to your user.</p>
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<h5><strong>References</strong></h5>
<ul>
<li>See <a target="_blank" href="https://ibkr.info/article/1131">KB1131</a> for an overview of the Secure Login System</li>
<li>See <a target="_blank" href="https://ibkr.info/article/1943">KB1943</a> for instructions on requesting a replacement Digital Security Card+</li>
<li>See <a target="_blank" href="https://ibkr.info/article/2636">KB2636</a> for information and procedures related to Security Devices</li>
<li>See <a target="_blank" href="https://ibkr.info/article/2481">KB2481</a>&nbsp;for instructions about sharing the Security Login Device between two or more users</li>
<li>See <a target="_blank" href="https://ibkr.info/article/975">KB975</a> for instructions on how to return your security device to IB</li>
<li>See <a target="_blank" href="https://ibkr.info/article/2260">KB2260</a> for instructions on activating the IB Key authentication via IBKR&nbsp;Mobile</li>
<li>See <a target="_blank" href="https://ibkr.info/article/2895">KB2895</a> for information about Multiple 2Factor System (M2FS)</li>
<li>See <a target="_blank" href="https://ibkr.info/article/1861">KB1861</a>&nbsp;for information about&nbsp;charges or expenses associated&nbsp;with the security devices</li>
<li>See <a target="_blank" href="https://ibkr.info/article/69">KB69</a>&nbsp;for information about Temporary passcode validity</li>
</ul>
<p>&nbsp;</p>http://ibkb.interactivebrokers.com/article/2545#commentsAccount SecurityHowtoSLSMon, 28 Sep 2015 11:44:19 +0000afrisatto2545 at http://ibkb.interactivebrokers.com